In this tutorial, you’ll learn to connect your credit card to QuickBooks Online and import the credit card transactions. We’ll also explain when and how to import credit card transactions into QuickBooks Online using a QuickBooks Online (QBO) file or Excel and a comma-separated values (CSV) file. If you’ve completed the prior tutorial, How to…
QuickBooks Online Multiple Users Setup
In this tutorial, you’ll learn how to add standard users, company admins, reports-only users, and time-tracking-only users. You’ll also learn how to invite your accountant to your QuickBooks account so that they have constant access to your data. We hope you enjoy this free tutorial for QuickBooks Online, our best overall pick for small business…
How to Customize Expense Settings in QuickBooks Online
This tutorial presents how to customize the expense settings in QuickBooks Online to match your company’s needs. Among other options, we’ll show you how to mark up expenses automatically and designate them as billable so they can be charged to customers. We’re pleased to provide you this tutorial for QuickBooks Online, our best overall pick…
How to Import Bank Transactions Into QuickBooks: Excel & More
In this tutorial, we’re going to cover how to connect your bank accounts to QuickBooks Online. We’ll explain how to link your bank account to QuickBooks automatically as well as how to import banking transactions manually using a QuickBooks Online or comma-separated values (CSV) file. If you cannot locate your bank in QuickBooks Online or…
How to Set Up Advanced Settings in QuickBooks Online
In this tutorial, we’re going to cover how to customize advanced settings in QuickBooks Online. These settings affect what shows up on your financial reports, including your profit and loss statement, balance sheet, and cash flow statement. In addition, the advanced settings fine-tune your QuickBooks Online company account to capture all the information you need…
How to Set Up Customer Statements in QuickBooks Online
This tutorial covers how to set up customer statements in QuickBooks Online. We’ll show you how to control the level of detail provided and add an aging table to the bottom of your statement. We hope you enjoy this tutorial for QuickBooks Online, our best overall pick for small business accounting software. We recommend following…
How to Set Up Products and Services in QuickBooks Online
This tutorial covers numerous options for displaying and tracking products and services within QuickBooks Online. You’ll learn how to set options for displaying product/service information on sales forms and tracking product quantity and price. We’ll cover how to create a list of products and services for your company in a later tutorial, or you can…
Quicken vs QuickBooks: Differences & What’s Best
As a business owner, deciding which small business accounting software to use for your business can be overwhelming. There are several good products on the market, including Quicken and QuickBooks. In this article, we compare the pricing and features of Quicken vs QuickBooks so that you can decide which is best for you. Difference Between…
Top 6 Nonprofit Accounting Software 2020
Nonprofit organizations need accounting software that is affordable and provides detailed tracking features for donor contributions, grants, and funds. The majority of nonprofits have grant or funding sources that require regular and detailed reporting. The best accounting software for nonprofits will allow for customized reporting so that reporting requirements can be met quickly and effectively….
How to Convert QuickBooks Desktop to Online in 8 Steps
If you’d like anywhere-access to your QuickBooks software, it’s time to switch to QuickBooks Online. The good news is converting from QuickBooks Desktop to Online is easy, and you shouldn’t lose any of your past data. If you get stuck, you can contact QuickBooks support for free. This guide will help you convert from QuickBooks…
5 Best Restaurant Accounting Software Options 2020
The accounting software you choose for your restaurant should allow you to track revenue easily, as well as the three largest expenses for any restaurant: food, labor, and overhead. You should be able to track your business transactions in detail, so you can customize reports to tell you exactly what you need to know. Based…
4 Best Trucking Accounting Software 2020
The best accounting software for trucking businesses should make it easy to manage loads, expenses, and receivables. Equally important, the software must provide the ability to run detailed reports for billing customers, paying drivers, and filing International Fuel Tax Agreement (IFTA) reports. Keeping accurate and detailed information on mileage and trips is important―whether you’re an…